OH · Maumee

Fiduciary advisors in Maumee, OH

2 advisors with offices in Maumee. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Maumee

Beacon Associates

Maumee, Ohio

Beacon Associates is an SEC-registered investment advisor based in Maumee, Ohio, offering investment advisory services alongside insurance analysis and Medicare guidance through affiliated entities. Led by founder Steven V. Wise (MBA, CF2®), the firm employs a four-step planning process—discovery, analysis, solution, and implementation—centered on retirement strategy and risk assessment. The firm holds an A+ Better Business Bureau rating and has served the Maumee community for over 20 years.

View details

Savage and Associates

★4.7(25)

Maumee, Ohio

Insurance Planning Retirement Planning

Savage and Associates, established in 1957, provides investment management, insurance analysis, and retirement planning services from its Maumee, Ohio location. The firm offers investment plans, insurance coverage, and group employee benefit programs, and employs advisors who work to understand clients' financial backgrounds and objectives to develop long-term plans. The firm also operates a dedicated HR consulting practice led by a Certified Workplace Mediator and licensed Employee Benefits Professional, offering services including HR assessments, employee relations consulting, compliance audits, and conflict resolution training for organizations of various sizes.

View details

Financial advisors in Maumee, Ohio

Advisors serving Maumee specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Ohio's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Ohio advisors